Welcome to Investminder.com.
To best support you in your first steps on our platform, we invite you to complete our onboarding form.
This questionnaire is structured around four key questions aimed at evaluating your investor situation, your management style, your available capital, and your risk tolerance. The goal is to offer you a personalized investment strategy recommendation.
Alternatively, if you prefer to explore the application without going through the questionnaire, you can click on the “Skip and discover the application” button.
The 4 Key Questions
Question 1: Your Current Situation
This first question relates to your experience and your position with regard to investment.
- Have you already taken the step of creating a portfolio with your bank or a specialized broker?
- Are you already an experienced investor looking to improve?
Please select the most relevant answer, then click on the “Next” button.
Question 2: Your Management Style
Here we evaluate your preference between passive and active management. This reflects the time you wish to dedicate to monitoring your investments. Investors opting for passive management will be directed towards strategies requiring few transactions.
Please select your management style, then click on the “Next” button.
Question 3: Your Capital to Invest
This question aims to determine the amount you wish to invest. The issue is linked to diversification: the larger your capital, the more relevant it is to opt for broad diversification to limit risks.
Please indicate the amount you wish to invest, then click on the “Next” button.
Question 4: Your Risk Tolerance
This is the last and most important question, which assesses your comfort level with market volatility.
- Low Tolerance (5 to 10% maximum loss): You prioritize peace of mind and limited risk-taking. The main objective is to fight against inflation (5% risk) or to compensate for it while making net gains (10% risk).
- Moderate/High Tolerance (20 or 30% maximum loss): You accept a more significant risk-taking, based on the principle that financial markets reward this risk-taking with potentially higher returns.
Please select your risk tolerance, then click on the “Finish” button.
Recommendations and Next Steps
Your Results
Once the form is completed, you will receive:
- A Strategy Recommendation: A first suggestion for an investment strategy. Click on the “Discover this pre-built strategy” button to learn more.
- Personalized Advice: Practical and detailed advice based on each of your answers.
You have the option to “Save my answers”. This will allow us to offer you subsequent recommendations based on the evolution of the application and your choices.
The Next Steps to Continue Exploring
To continue your discovery of the application, several paths are open to you:
- The Recommended Strategy: Directly access the strategy we suggested to you (highlighted link).
- Start with your Portfolio:
- Option 1: Connect directly to your broker or bank (click on the “Connect to your broker” button).
- Option 2: Create a portfolio to manage manually on Investminder.com (click on the “Create an empty portfolio” button).
- Start with your Strategy:
- Option 1: Discover the predefined strategies available (click on the “Prebuilt strategies” button).
- Option 2: Create your own personalized strategy on Investminder.com by following our key steps.
Important Note: For an optimal experience, the ideal is to have both a linked strategy and portfolio. This connection allows for the generation of precise buy or sell signals, based on the defined strategy and taking into account your available liquidity.
- If you wish to explore other recommendations, you can click on “Start Over”.
- For any questions, do not hesitate to contact our support, accessible at the bottom right of the screen.